Equities

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

Data reported by the Investment Company Institute.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

Anticipation of a prolonged U.S.-China conflict is mounting, and “it’s possible that a currency war will start as well,” an executive says.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

Although it undercuts 2,000 existing U.S. products, some analysts say the price still isn’t low enough.

“These products are really focusing on who’s driving advances in innovation,” the global head of its asset management arm says.

A member-owned market is the wrong response to rising fees.

By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.

Daily volume jumped 22% to 20 million contracts in 2018.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.